Change of Details Form

Transcription

1 australianethical investments Change of Details Form Please use BLOCK LETTERS and BLACK INK. SEND YOUR COMPLETED FORM TO: Australian Ethical Investment Ltd, Reply Paid 3993, Sydney, NSW, STEP 1 INVESTOR DETAILS Investor number Name Investor 1 Name Investor 2 Name Investor 3 Full name of company/partnership/trustee/other entity STEP 2 CHANGE YOUR CONTACT DETAILS NEW CONTACT DETAILS Work phone number Home phone number Mobile phone number address Street number and name Suburb State Postcode Country australianethical.com.au 1

2 STEP 2 CHANGE YOUR CONTACT DETAILS (cont...) PREVIOUS CONTACT DETAILS Work phone number Home phone number Mobile phone number address Street number and name Suburb State Postcode Country STEP 3 CHANGE DISTRIBUTION INCOME PAYMENTS PAYMENT OF INCOME To have your distribution income re-invested as additional units select Re-invest. To have your distribution income paid into your bank or credit union account select Direct deposit. Australian Ethical s Re-invest Direct deposit Cash Fixed Interest Balanced Advocacy Diversified Shares OR Australian Shares International Shares Emerging Companies Update details of the Australian bank or credit union account where you would like your income paid. Name of financial institution Branch BSB number Account number Account holder name/s* - *Note: Please ensure that the bank account nominated is held in your name or in a joint account including your name. 2

3 australianethical investments STEP 3 CHANGE DISTRIBUTION INCOME PAYMENTS (cont...) If you are a New Zealand investor, please complete these details. Name of foreign bank Name of Australian correspondent bank Swift Code Account name Account number (including Bank ID code) STEP 4 CHANGE YOUR REGULAR INVESTOR PLAN Australian Ethical s Monthly regular investment ($100 minimum) per Cash $ Fixed Interest $ Balanced $ Advocacy $ Diversified Shares $ Australian Shares $ International Shares $ Emerging Companies $ TOTAL $ Provide details of the Australian bank or credit union account from which you authorise us to debit on-going regular investor payments. Name of financial institution Branch BSB number Account number Account holder name/s* - *Note: Please ensure that the bank account nominated is held in your name or in a joint account including your name. REGULAR MONTHLY INVESTMENT Nominate the month you wish your Regular Investor Plan to start: The first debit will occur between the 15th and 20th of the month and at monthly intervals after that. Change the amount of your Regular Investor Plan direct debits: New amount: $ OR Stop my Regular Investor Plan direct debits (Please allow up to five working days for this stop instruction to take effect) australianethical.com.au 3

4 STEP 5 CHANGE OF COMMUNICATION PREFERENCE Please amend my existing communication preference to: Post STEP 6 CHANGE OF NAME Current name Previous name If you have changed your name you will need to complete this form and provide a certified copy of either a Marriage Certificate, Deed Poll or Change of Name Certificate from the Births, Deaths and Marriages Registration Office. STEP 7 CHANGE OF COMPANY/TRUST OR ASSOCIATION NAME Current name Previous name Where applicable provide either a certified copy of the Certificate of Incorporation or Change of Name of the company (or association) or a certified copy of the Trust Deed indicating the change of name. Current signatories must sign this form. A new signatory list needs to be provided where authorised signatories change. STEP 8 CHANGE OF SIGNATORY LIST Attach details of the current and new signatories on your organisation s letterhead. Current signatories must sign this form. Attach an originally certified copy of the Power of Attorney. The Power of Attorney must provide certified identification documents. STEP 9 ADVISER DETAILS CANCEL YOUR ADVISER You will need to notify your adviser of this cancellation. Arrangements are between you and your adviser. Australian Ethical has no agency relationship with any broker and no broker or adviser acts under Australian Ethical s authority. Removing your adviser could impact the fees you pay. Please remove my adviser from my investments with Australian Ethical 4

5 australianethical investments STEP 9 ADVISER DETAILS (cont...) APPOINT A NEW ADVISER Adviser name Street number and name Suburb State Postcode Country Phone number Fax Dealer group address Australian Ethical has no agency relationship with any broker or adviser and no broker or adviser acts under Australian Ethical s authority. If you use a financial adviser, please have them sign and stamp this section. By stamping this application the financial adviser is confirming that they hold a current AFS Licence and are authorised to deal in and/or advise on managed investment products. STEP 10 ADVISER FEES AND COMMISSIONS ADVISER COMMISSION (only for some arrangements made prior to 30 June 2012) Fill in commission % to be paid to adviser Up-front commission (exclusive of GST) Balanced Smaller Companies Larger Companies Cash International Equities Advocacy % % % % % % Max. 3.6% Max. 3.6% Max. 3.6% Max. 0.5% Max. 3.6% ADVISER SERVICE FEE Fill in the adviser service fee to be paid to the adviser: Adviser service fee (annual % of total investment) : Maximum 1% pa* % * 0% unless stated otherwise. Adviser name Dealer stamp Adviser signature D D / M M / Y Y Y Y australianethical.com.au 5

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